Enkhtuul Terguunbaatar
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- UnemploymentJan 2024 to Sep 2024
- VideoampMay 2023 to Jan 2024
- Reach PartnersApr 2021 to May 2023
- Vk & Co Strategy ConsultingOct 2020 to Apr 2021
- The Johns Hopkins Carey Business SchoolAug 2019 to Apr 2021
- The Institute for College Access and SuccessMar 2019 to Jul 2019
- Lavender RetreatJul 2018 to Jul 2019
- The Johns Hopkins Carey Business SchoolAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7991672
- Firm CRD
- 7691